VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 690 filers reported holding VANGUARD WHITEHALL FDS in Q4 2017. The put-call ratio across all filers is 0.67 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,028 | -15.8% | 4,617 | -13.6% | 0.04% | -8.3% |
| Q2 2023 | $566,626 | -0.5% | 5,342 | -1.0% | 0.05% | -4.0% |
| Q1 2023 | $569,384 | -9.8% | 5,397 | -5.3% | 0.05% | -13.8% |
| Q4 2022 | $631,500 | +10.0% | 5,701 | -5.7% | 0.06% | -1.7% |
| Q3 2022 | $574,000 | -8.0% | 6,048 | -1.4% | 0.06% | -3.3% |
| Q2 2022 | $624,000 | -8.5% | 6,132 | +1.0% | 0.06% | +1.7% |
| Q1 2022 | $682,000 | -31.2% | 6,074 | -31.4% | 0.06% | -25.0% |
| Q4 2021 | $992,000 | -0.4% | 8,851 | -8.2% | 0.08% | -4.8% |
| Q3 2021 | $996,000 | -15.6% | 9,637 | -14.4% | 0.08% | -1.2% |
| Q2 2021 | $1,180,000 | -28.4% | 11,262 | -30.1% | 0.08% | -25.4% |
| Q1 2021 | $1,648,000 | -69.5% | 16,105 | -72.8% | 0.11% | -71.7% |
| Q4 2020 | $5,409,000 | -13.7% | 59,107 | -20.7% | 0.40% | -12.4% |
| Q3 2020 | $6,265,000 | -6.0% | 74,538 | -11.5% | 0.46% | -12.7% |
| Q2 2020 | $6,665,000 | -2.1% | 84,233 | -0.7% | 0.53% | -5.4% |
| Q1 2020 | $6,806,000 | -71.3% | 84,841 | -66.4% | 0.56% | -69.5% |
| Q4 2019 | $23,677,000 | +8.3% | 252,657 | +2.6% | 1.83% | +4.3% |
| Q3 2019 | $21,859,000 | +10.9% | 246,352 | +5.6% | 1.75% | +0.4% |
| Q2 2019 | $19,716,000 | +7.9% | 233,293 | +9.4% | 1.75% | +25.9% |
| Q1 2019 | $18,270,000 | +327.7% | 213,287 | +289.4% | 1.39% | +302.0% |
| Q4 2018 | $4,272,000 | -4.5% | 54,773 | +6.7% | 0.34% | +3.3% |
| Q3 2018 | $4,471,000 | +5.9% | 51,337 | +1.0% | 0.33% | +2.5% |
| Q2 2018 | $4,223,000 | -1.1% | 50,843 | -1.8% | 0.33% | -4.7% |
| Q1 2018 | $4,272,000 | -21.2% | 51,780 | -18.2% | 0.34% | -18.4% |
| Q4 2017 | $5,424,000 | +1239.3% | 63,338 | +1166.8% | 0.42% | +810.9% |
| Q3 2017 | $405,000 | +3.6% | 5,000 | 0.0% | 0.05% | +17.9% |
| Q2 2017 | $391,000 | +0.8% | 5,000 | 0.0% | 0.04% | -2.5% |
| Q1 2017 | $388,000 | +2.4% | 5,000 | 0.0% | 0.04% | -21.6% |
| Q4 2016 | $379,000 | – | 5,000 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cranberry Lake Advisors LLC | 277,500 | $23,046,000 | 46.74% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2,090,082 | $173,581,000 | 16.59% |
| Financial Sense Advisors, Inc. | 259,050 | $21,514,000 | 15.00% |
| HCR Wealth Advisors | 421,563 | $35,175,000 | 11.54% |
| RELIANCE TRUST CO | 6,147 | $511,000 | 11.22% |
| Opus Capital Group, LLC | 500,315 | $41,551,000 | 10.16% |
| Measured Wealth Private Client Group, LLC | 136,703 | $11,353,000 | 9.24% |
| Armor Investment Advisors, LLC | 119,923 | $9,960,000 | 8.95% |
| Bouchey Financial Group Ltd | 344,147 | $28,581,000 | 7.74% |
| INSPIRION WEALTH ADVISORS, LLC | 194,920 | $16,188,000 | 7.62% |